Compare · 3 funds side by side · dividends reinvested

DIA, SCDS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DIA, SCDS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$9M1.7

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DIA 1998 · SCDS 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

DIA

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DIAMeasureSCDS

+7.8%Year to dateJan 1 → Nov 6+18.7%

+9.9%1 yearTotal return+20.2%

+17.3%3 years · per year$10,000 became $16,149 · […][…]

+9.3%5 years · per year$10,000 became $15,590 · […][…]

0.16%Expense ratio$16 · $40 a year on $10k · lower is better0.40%

1.40%Trailing 12-mo yield$140 · $113 a year on $10k1.13%

−9.8%Worst dropSmaller is better−9.7%

13.4%VolatilityLower is calmer17.7%

DIASCDS Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs SCDS: Top 5 Holdings

Today

DIA

32.7%in top 5

SCDS

in top 55.0%

DIAStockSCDS

10.0%GSnot top 5

6.4%CATnot top 5

6.2%MSFTnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5RHP1.1%

not top 5LTH1.1%

not top 5WSFS1.0%

not top 5CHEF0.9%

not top 5CON0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DIA vs SCDS Returns, Every Period

SPDRDIA

+9.9%

past year

SCDSJ.P. Morgan

+20.2%

past year

DIASCDSFaded: behind in that period

0–2SCDS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DIA vs SCDS

YTD

SPDRDIA

+7.8%

SCDSJ.P. Morgan

+18.7%

+7.8%Year to date+18.7%

−9.8%Worst drop · 1Y−9.7%

13.4%Volatility · 1Y17.7%

1.4%Yield1.1%

$45.3BAssets$9.2M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, SCDS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

SCDS0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DIA, SCDS, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SCDS1.13%$113

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SCDS$113 − $40 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DIA, SCDS, VUG

Today

20.7%most shared, DIA and VUG

DIASCDSVUG

DIA—0.0%20.7%

SCDS0.0%—0.3%

VUG20.7%0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.2%SCDS, at 17.7% volatility

DIAWorst drop−9.8%13.4% vol

SCDSWorst drop−9.7%17.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIASCDS

+7.8%Year to date+18.7%

1.4%Yield1.1%

+9.9%Past year+20.2%

0.16%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026